Investing in Legacy Businesses Beats Chasing Tech Trends with Travis Jamison
Money Tree Investing
Today's Panelists: Kirk Chisholm | Douglas Heagren | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: Travis Jamison shares his journey from serial entrepreneur to full-time investing in legacy businesses, explaining that while tech is great for building, it’s risky for investing. He allocates capital into small, decades-old businesses via search funds, independent sponsors, and roll-ups, aiming for diversification, steady cash flow, and multiple expansion. Travis views AI less as a direct investment opportunity and more as a tool for operating...
info_outline
You Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play It
Money Tree Investing
Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outline
Living and Investing Overseas with Global Real Estate
Money Tree Investing
Kathleen Peddicord shares her experience living investing overseas. Her journey took her from publishing to becoming an authority on global real estate investing. She discusses why she prefers real estate over stocks while also outlining challenges such as lack of MLS systems, legal complexities, and cultural differences. Kathleen explained how to evaluate markets, avoid overpaying, plan exit strategies, and select properties with unique value rather than cookie-cutter developments. She stressed the importance of freehold title, sound property rights, and turnkey management solutions, while...
info_outline
Wall Street Is Selling Beer, Beaches, and Barbecue… Here’s How You Can Invest
Money Tree Investing
Wall Street is selling beer, beaches, and barbecue. Want to invest? We also dove into the concerns about the reliability of government data. Investors should focus less on headline data and more on long-term directional trends, since recessions matter less to portfolios than actual corporate performance. We also talk labor markets, employment revisions, and rate-cut predictions, highlighting inconsistencies and the limited value of forecasts. Debt structures like extended auto loans and creative mortgages stress the importance of cash flow flexibility and smart loan structuring rather than...
info_outline
The Risks and Rewards of Investing in Fine Art
Money Tree Investing
Philip Hoffman is here to share his journey from CPA to investing in fine art. He founded The Fine Art Group, where he advises wealthy families on art investing, valuations, lending, and education. He outlines the global art market as a $60 billion industry with only $6–10 billion considered truly investable, highlights the risks and pitfalls of treating art as an asset class without expert guidance, and shares cautionary tales of investors losing millions by buying discounted works without due diligence, contrasted with success stories where expertise and timing led to strong returns. We...
info_outline
Government Data Is Fake… Here Is the Solution
Money Tree Investing
info_outline
Private Market Investing vs. Public Markets: Where the Real Opportunities Lie
Money Tree Investing
Mark Flickinger shares his journey from engineering and building small businesses to working in private market investing at BIP Capital, where he helps both entrepreneurs and high-net-worth investors achieve their goals. He explains that private markets have grown as many high-quality companies remain private longer, creating opportunities for alpha that are less available in public markets, especially as IPO thresholds have risen. Flickinger highlights trends in alternatives, noting that while AI attracts attention, compelling private businesses can now be accessed at lower entry costs. We...
info_outline
Looks Like the Market is Going on Vacation… Me Too
Money Tree Investing
It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy’s stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio’s view that real estate is a poor investment in today’s environment with recent price drops accorss the U.S. Today we discuss... Douglas Heagren | ...
info_outline
The Singularity Paradox with Anders Indset
Money Tree Investing
Anders Inset is here to share on this new work The Singularity Paradox. He shares his journey from capitalist and athlete to author and shares the concept of the technological singularity and the associated risks of creating godlike, self-improving machines without fully understanding their implications. He argues for developing “artificially human intelligence” rooted in human biology to preserve humanity in the face of exponential technological growth. The discussion covers the profound transformations such advancements could bring, from curing diseases and achieving abundant energy to...
info_outline
Is Private Equity Destroying Your Favorite Consumer Products?
Money Tree Investing
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
info_outlineEric Malka shares his journey from arriving in the U.S. as a 17-year-old immigrant with $100 to co-founding The Art of Shaving, a brand that redefined men’s grooming by turning shaving into a premium ritual experience. He explains how a chance job in men’s grooming and exposure to traditional shaving culture in London inspired him to bring the concept to the U.S., where he and his wife opened their first store using natural ingredients and a four-step shaving system. Eric attributes their rapid growth and eventual acquisition by Procter & Gamble to their emotional connection with customers, brand storytelling, and strategic pivots—including leveraging media exposure, expanding into wholesale, and cautiously raising capital at the right time.
We discuss...
- Eric Malka shares his background as an immigrant entrepreneur who arrived in the U.S. at 17 and eventually sold his company to Procter & Gamble.
- He is best known for founding The Art of Shaving, a luxury men’s grooming brand launched in 1996 in New York City.
- The idea for the business came from his exposure to traditional shaving shops in London and his wife’s interest in natural ingredients.
- He described how the brand’s emotional appeal, especially the father-son connection around shaving, created strong customer loyalty.
- Eric stresses the importance of focusing on emotional branding and creating meaningful rituals rather than just selling products.
- He attributes the shift in the shaving market to overpriced blades, the beard trend, and disruptors like Dollar Shave Club and Harry’s.
- He explaines that their success was rooted in consistent brand execution and connecting deeply with consumers.
- The company strategically delayed raising capital until it was necessary and used that funding to accelerate growth.
- Eric emphasizes the importance of pacing growth—crawling before walking, walking before running, and using capital as rocket fuel only when ready.
- Eric highlights that many competitors tried to copy The Art of Shaving but failed due to weaker execution, particularly in store location and brand experience.
- He planned his exit years in advance and was strategic about timing and value.
- Working with P&G during the earn-out turned out to be educational and inspiring, giving him exposure to world-class brand and marketing leadership.
- Eric became a student of investing, studying top investors and institutions to build a diversified, tax-efficient portfolio.
- Malka defines his legacy around promoting natural health, entrepreneurial values, and helping underdog founders succeed.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on Twitter/X: https://x.com/MTIPodcast
For more information, visit the show notes at https://moneytreepodcast.com/the-art-of-shaving-eric-malka-724